| LYRNX | TRWTX | LYRNX / TRWTX | |
| Total Expense Ratio | 1.24 | 0.76 | 163% |
| Annual Report Gross Expense Ratio | 6.79 | 0.76 | 893% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 33.065 | 29.228 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.98M | 4.54B | 0% |
| Annual Yield % from dividends | 2.47 | 2.19 | 113% |
| Returns for 1 year | 29.48 | 27.56 | 107% |
| Returns for 3 years | 44.31 | 55.44 | 80% |
| Returns for 5 years | 50.69 | 59.57 | 85% |
| Returns for 10 years | N/A | 83.33 | - |